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Financial Services Administrator

2 months ago

High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

Overview:

We are seeking an experienced IFA Administrator to support a reputable Financial Planning firm. This role involves a variety of tasks within a collaborative environment, allowing for professional growth in the financial services sector.

Key Qualifications:

  • Strong communication and teamwork abilities
  • Knowledge of FCA guidelines
  • Dedication to continuous professional development
  • Excellent organizational and prioritization skills
  • Capability to thrive under pressure and meet tight deadlines
  • Proficient in IT systems and Intelligent Office software
  • Meticulous attention to detail

Main Duties:

  • Process new business applications
  • Address client inquiries
  • Administer Group Pension and Risk Schemes
  • Engage with clients and product providers
  • Ensure back-office systems are current and accurate
  • Assist Financial Planners with research and analysis tasks
  • Comply with internal procedures and FCA regulations

Perks:

  • Attractive salary package
  • Generous annual leave
  • Company Pension Plan
  • Group Life Insurance coverage
  • Health cash plan